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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,191 | $52,678+354.1% | $75,784+215.6% | $59,633+301.1% |
| Participation rate | 93.7% | 67.2%+26.4pp | 75.8%+17.9pp | 68.7%+25.0pp |
| Annual return | 1.33% | 2.95%-1.6pp | 9.68%-8.3pp | 2041.40%-2040.1pp |
| Employer contribution / active EE | $3,581 | $2,193+63.3% | $3,323+7.8% | $2,203+62.6% |
| Participant deferral / active EE | $11,312 | $2,591+336.6% | $3,652+209.8% | $3,192+254.4% |
| Admin fee / account holder | $6,967 | $3,610+93.0% | $5,300+31.5% | $4,297+62.1% |